Fundraising 101. You already walk or run or ride the C&O Canal Now, turn your efforts into a fundraiser for the C&O Canal Trust!

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Transcription:

P a g e 1 Fundraising 101 You already walk or run or ride the C&O Canal Now, turn your efforts into a fundraiser for the C&O Canal Trust! The C&O Canal Trust works tirelessly to preserve the C&O Canal National Historical Park to keep it a safe, beautiful space for you and your family. We have just launched a new online fundraising tool that will make it easy for you to turn your daily runs or 184.5-mile long bike rides into financial support for the Trust. You can set up your own fundraising page at https://p2p.charityengine.net/canaltrust/ to tell your friends and family why you love the Canal, and they can make donations in support of your efforts.

P a g e 2 Table of Contents Introduction. 1 Table of Contents.. 2 Create an Account. 3 Set Up Your Fundraising Page 5 How to Make a Donation.. 7 How to Use Dashboard. 9 How to Use Donations Tab 10 How to Use Pages Tab.. 11 How to Manage Your Page.. 12 How to Use Settings Tab... 15 Best Practices and Ideas for Fundraising.. 16

P a g e 3 Create an Account 1. Sign Up Click the Sign Up link inside the teal Money Raised box OR on the maroon ribbon beside the Search & Donate link to begin creating your account. 2. Fill in required fields. Enter your username and password. Then click NEXT.

P a g e 4 3. Check and Verify Check your email inbox for a verification message from the C&O Canal Trust. Once you open and read the message, click the verification link. 4. Enter your personal information Then click NEXT Congratulations, you have successfully created your account!

P a g e 5 Set Up Your Fundraising Page 1. Enter your page information Fill in the required fields with your page name, fundraising goal, personalized message, etc. (URL field will fill in automatically) Be sure to click the Page Visible box so that your friends and family may view and search for your page. Write a personal message about your fundraiser and why the C&O Canal is important to you. Feel free to add as many photos as you want and update your page frequently to let people know how your fundraiser is going. Then click NEXT.

P a g e 6 Congratulations, your page is now ready! If you would like to join a team, click the Create A Team link, but if not, click Skip to be directed to your Donations tab. Be the first to make a donation to your fundraiser! Perks of Joining a Team Maximize funds The more people involved in your fundraising efforts, the more money you can raise. Share the experience of fundraising with your friends and family Challenge your coworkers to a fundraising competition by dividing the office into teams. The team that raises the most money gets to wear jeans to work every day for a whole week or month. Create a team of some of your closest friends who share the same passion for the Canal as you.

P a g e 7 How to Make a Donation Go to the fundraising page of the fundraiser you would like to donate to. You may also use Search to find a page. Click the Donate link inside the teal Money Raised box. Type in the amount you would like to donate. Then click NEXT.

View your donation summary and enter your payment information in the required fields. P a g e 8

P a g e 9 How to Use Dashboard Click the My Dashboard link to be directed to your dashboard. Click the Overview tab to be shown a brief overview of your activity. Click the Donations tab to view the donations you have received. Click the Pages tab to manage and create fundraising pages Click the Settings tab to upload or change your profile picture, edit personal information, change your password, or add a new payment method.

P a g e 10 How to Use Donations Tab Type in a keyword, such as a name or dollar amount, in the Search bar to view certain donations you have received. Click the Download link to view the donations you have received listed below in an Excel file. If you are looking for information on a particular donor or donation, click the Advanced Search link on the Search bar. If you clicked on the Advanced Search link, fill in the specified fields to narrow down and ease your search.

P a g e 11 How to Use Pages Tab Preview your page by clicking on the page name. Develop an additional fundraising page by clicking on the Create Page link. o The money bar located beside your fundraising page displays your progress toward your fundraising goal. Click the Manage link to be directed to four tabs that will help you manage your fundraising page.

P a g e 12 How to Manage Your Page The Summary tab will show you the amount of money you have raised and the percentage that will be funded. You may view the number of page views you have received on this tab as well. Below your page summary, you'll find the URL to your fundraising page in addition to social media links you can use to spread awareness about your fundraiser on social media. You may edit your page content, such as your personalized message, page name and URL, on the Page Content tab.

P a g e 13 How to Manage Your Page You may showcase your fundraising efforts and love for the canal by using the Page Gallery tab to browse, select, and upload photos and videos to your page. Photo Tab Once you have uploaded a photo, enter a photo description for your friends and family to read. Video Tab Once you have uploaded a video, enter a video description for your friends and family to read. If you prefer to add a video from Youtube to your page, click the share link on any Youtube video and paste the video URL in the Video URL box.

P a g e 14 How to Manage Your Page You may use the Donations tab to donate to your page, search for information on a specific donor/donation, or download an Excel file with donor and donation information.

P a g e 15 How to Use Settings Tab Access and edit your profile picture, personal information, password, and financial information by clicking the Settings tab.

P a g e 16 Best Practices for Fundraising Gain Support Send solicitation emails Send follow-up emails Ask your coworkers, neighbors, colleagues, etc. to support your efforts Update page frequently with text and photos Take pictures of your fundraising efforts to keep your supporters updated Use social media to promote Share your fundraising page and efforts in a status update on Facebook or LinkedIn Tweet about your Towpath Challenge often Instagram your fundraising efforts Promote and invite friends to a fundraising event by creating a Facebook event invitation Encourage supporters to share your posts on their social media Pin your fundraising page Blog or Vlog about your personal story and fundraising progress Give Thanks Send Thank You emails Send Thank You letters to donors

P a g e 17 Ideas for Fundraising Fundraising Competition Bike-A-Thon! Kayak-A-Thon! Canoe-A-Thon! Partner with a local business Yoga on the Canal If you are a participant that is a yoga instructor, select a day to instruct a yoga lesson at the Canal. All the proceeds from current and new students can go toward your fundraiser. Guided Nature Hike Invite friends and family to join, charging a small fee to each of them if they agree to participate. Wildlife Scavenger Hunt competition Arrange your friends and family in teams. Give each team a list of birds, insects, and animals that can be seen in the C&O Canal National Historical Park. The team that collects, photographs, or observes the most from the list wins a prize. Participants will be charged a fee. All proceeds will go toward the fundraiser. Wear Jeans/Athletic Wear to Work Not on Casual Friday Charge your employees $5 for them to be able to wear jeans to work on a day between Monday through Thursday. All proceeds go towards fundraiser. Questions? Email us at challenges@canaltrust.org